SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,586,204 | -6.2% | 134,867 | -0.8% | 0.02% | +214.3% |
Q2 2023 | $5,956,879 | +10.4% | 136,002 | +5.7% | 0.01% | -93.5% |
Q1 2023 | $5,394,236 | -12.6% | 128,648 | -17.7% | 0.11% | +38.5% |
Q4 2022 | $6,175,298 | +74.9% | 156,315 | +67.4% | 0.08% | +73.3% |
Q3 2022 | $3,530,000 | +3.9% | 93,384 | +6.2% | 0.04% | +7.1% |
Q2 2022 | $3,398,000 | -10.5% | 87,944 | +9.8% | 0.04% | +7.7% |
Q1 2022 | $3,795,000 | -1.7% | 80,126 | +112.5% | 0.04% | +5.4% |
Q4 2021 | $3,861,000 | +45.0% | 37,704 | +41.7% | 0.04% | +2.8% |
Q3 2021 | $2,663,000 | +76.0% | 26,603 | +83.2% | 0.04% | +71.4% |
Q2 2021 | $1,513,000 | +29.8% | 14,520 | +24.1% | 0.02% | +16.7% |
Q1 2021 | $1,166,000 | +15.3% | 11,699 | +3.0% | 0.02% | +12.5% |
Q4 2020 | $1,011,000 | +2051.1% | 11,360 | +1583.0% | 0.02% | +700.0% |
Q1 2019 | $47,000 | +14.6% | 675 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $41,000 | – | 675 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Spectrum Management Group, LLC | 682,986 | $37,291,000 | 26.25% |
KAYS FINANCIAL ADVISORY CORP /ADV | 426,567 | $22,864,000 | 16.48% |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 379,039 | $20,316,000 | 14.73% |
Financial Management Professionals, Inc. | 360,667 | $19,332,000 | 13.29% |
HBK Sorce Advisory LLC | 569,484 | $30,524,000 | 11.14% |
MERIDIAN MANAGEMENT CO | 176,905 | $9,482,000 | 7.51% |
Tuttle Capital Management, LLC | 116,803 | $6,260,000 | 5.31% |
Avior Wealth Management, LLC | 101,059 | $5,417,000 | 4.52% |
SVA Wealth Management, LLC | 129,431 | $6,938,000 | 3.28% |
Gemmer Asset Management LLC | 79,581 | $4,266,000 | 3.04% |